ABN lookup

When ABN validation has been enabled for the legal entity, the ABN lookup functionality is available through below options for Vendor and Customer as discussed in the following subsections.

Advanced filters are also available to limit the search results:

• Select the applicable state(s)
• ZIP/postal code
• Search width - Typical or Narrow
• Active - No / Yes

Prerequisites

The following setup are prerequisites for ABN lookup and validation:

• Register for Web API
• Setup ABN validation providers
• Setup legal entity to use the ABN validation provider

Vendors

Go to Accounts payable > Vendors > All vendors and select the applicable Vendor. Choose either of the following:

• On the Action Pane, on the Vendor tab, in the Registration group, select ABN lookup. The vendor’s Name will be populated in the Search box. Add any advanced filters and select the Search button. In the Search results, select the applicable line and press OK, this will create (if required) and populate the Tax exempt number on the currently selected Vendor.
• On the Invoice and delivery FastTab, select or view details on the Tax exempt number field. Select the ABN lookup button. Enter the company’s name in the Search box. Add any advanced filters and select the Search button. In the Search results, select the applicable line and press OK, this will create the Tax exempt number, but user still needs to assign it to the vendor in the Invoice and delivery FastTab.

Customers

Go to Accounts receivable > Customers > All customers and select the applicable Customer. Choose either of the following:

• On the Action Pane, on the Customer tab, in the Registration group, select ABN lookup. The customer’s Name will be populated in the Search box. Add any advanced filters and select the Search button. In the Search results, select the applicable line and press OK, this will create (if required) and populate the Tax exempt number on the currently selected Customer.
• On the Invoice and delivery FastTab, select or view details on the Tax exempt number field. Select the ABN lookup button. Enter the company’s name in the Search box. Add any advanced filters and select the Search button. In the Search results, select the applicable line and press OK, this will create the Tax exempt number, but user still needs to assign it to the customer in the Invoice and delivery FastTab.

ABN status / validation

When ABN validation has been enabled for the legal entity, the ABN status/validation functionality is available through below options for Vendor and Customer as discussed in the following subsections The following ABN Status information will be displayed for the selected customer or vendor:

• ABN
• Status - Examples are Active, Cancelled
• Type - Examples are Australian Private Company
• Trading name
• State
• Post code

Vendors

Go to Accounts payable > Vendors > All vendors and select the applicable Vendor and choose either of the following:

• On the Action Pane, on the Vendor tab, in the Registration group, select ABN status.
• Manually enter the Tax exempt number on the Invoice and delivery FastTab.

Customers

Go to Accounts receivable > Customers > All customers and select the applicable Customer and choose either of the following:

• On the Action Pane, on the Customer tab, in the Registration group, select ABN status.
• Manually enter the Tax exempt number on the Invoice and delivery FastTab.

ABN validation report

To run the ABN validation report, go to Organization administration > Inquiries and reports > ABN validation.
Select the applicable parameters and press OK.

Field	Description
Filter by type	Set to Yes if report should be filtered by type
Filter type	If Filter by type was set to Yes, select: • Customer, or • Vendor
Status	Select the applicable status: • All • Valid • Invalid • Cancelled